Plan Ledger DOL Form 5500 · updated monthly

Pennant Services, Inc.401(k)

PENNANT 401(K) RETIREMENT SAVINGS PLAN · EAGLE, ID · plan year 2024

Reported admin expense ratio · 2024
0.71%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Pennant Services, Inc. reported $455,562 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $185 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.71%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 34th-largest of 349 plans among Idaho employers on file, and the 1,361st of 11,911 in health care & social assistance. In 2024, employees put in $12.24 for every $1.00 the employer contributed; active participation has grown from 3,979 to 6,390 since 2022.

Plan summary
Net assets, end of year$75,101,765
Participants with balances4,888
Active participants6,390
Employer contributions$1,182,569
Employee contributions$14,469,854
Employer contribution per active participant$185
Average account balance$15,365
Benefits paid to participants$8,014,733
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.1M · 4,888 accts · $1.2M emplr
2023$53.2M · 3,627 accts · $863K emplr
2022$37.0M · 2,966 accts · $618K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$337,067
Investment management$17,276
Audit (IQPA)$22,575
Total administrative$455,562
The Pennant Services, Inc. 401(k) match · 2024
Employer contribution per active participant$185
Median for plans this size$3,635
2024$185 per active participant
2023$199 per active participant
2022$155 per active participant

Pennant Services, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$337,547
INSTITUTIONAL INVESTMENT CONSULTIN · Consulting$71,000
MOSS ADAMS LLP · Accounting / audit$22,575
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$17,276
GROOM LAW GROUP CHARTERED · Legal$7,644

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$455,562 · 0.71%
2023$400,674 · 0.89%
2022$270,388 · 0.74%
Same employer
Similar plansHealth Care & Social Assistance · Idaho
Kootenai Clinic, LLC ID$79.9M · 0.31%
Mountain View Hospital LLC ID$70.1M · 0.91%
Gritman Medical Center ID$47.5M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833612637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.